LPL Financial’s Bel Fuse Inc Class B BELFB Stock Holding History

LPL Financial’s Portfolio BELFB Stock Details BELFB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.26M	Sell	5,177 -30,952	-86%	-$8.14M	﹤0.01%	4287
2026 Q2	$12M	Buy	36,129 +2,511	+7%	+$678K	﹤0.01%	1965
2026 Q1	$6.66M	Buy	33,618 +19,197	+133%	+$4.01M	﹤0.01%	2385
2025 Q4	$2.45M	Buy	14,421 +5,872	+69%	+$918K	﹤0.01%	3204
2025 Q3	$1.21M	Buy	8,549 +6,386	+295%	+$814K	﹤0.01%	3818
2025 Q2	$211K	Buy	+2,163	New	+$163K	﹤0.01%	5052
2020 Q3	–	Sell	-10,890	Closed	-$117K	–	3557
2020 Q2	$117K	Sell	10,890 -8,925	-45%	-$81.6K	﹤0.01%	3272
2020 Q1	$193K	Buy	19,815 +6,705	+51%	+$97.6K	﹤0.01%	2822
2019 Q4	$269K	Sell	13,110 -1,712	-12%	-$28.1K	﹤0.01%	2868
2019 Q3	$223K	Buy	+14,822	New	+$205K	﹤0.01%	2910

Other funds holding BELFB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial's BELFB Position: Q3 2026 in Review

LPL Financial reduced its Bel Fuse Inc Class B (BELFB) stake by 86% in Q3 2026, selling an estimated $8.14M and leaving 5,177 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #4287.

LPL Financial first reported a position in BELFB in Q3 2019 and has held it in 10 quarters since. The position peaked at $12M in Q2 2026. 168 funds tracked by Wall St. Rank hold BELFB as of Q3 2026.

LPL Financial held 5,177 shares of Bel Fuse Inc Class B worth $1.26M as of Q3 2026.
LPL Financial sold 30,952 Bel Fuse Inc Class B shares in Q3 2026, an estimated $8.14M.
Bel Fuse Inc Class B made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4287 holding.
LPL Financial first reported a position in Bel Fuse Inc Class B in Q3 2019 and has held it in 10 quarters since.
LPL Financial's Bel Fuse Inc Class B position peaked at $12M in Q2 2026.
168 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.